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SBARSBAR
4 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SIMPLIFY BARRIER INCOME ETF

AE Wealth Management LLC holds 636,465 shares of SBAR (SIMPLIFY BARRIER INCOME ETF), worth $16.3M as of 2026-Q2. The position was increased (+7.7% shares). SBAR represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$16.3M

Current Shares

636,465

Total Value Change

+$6.2M

Total Shares Change

+251,746

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
636,465
+7.7%
$16.3M0.1%$25.35
30
2026-Q1
Increased
591,003
+35.7%
$14.5M0.1%$23.59
36
2025-Q4
Increased
435,647
+13.2%
$11.4M0.1%$24.40
31
2025-Q3
New
384,719
-
$10.1M0.1%$23.71
38

Other major holders of SBAR: BANK OF AMERICA CORP /DE/, BNP PARIBAS FINANCIAL MARKETS, CITIGROUP INC

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